Relationship Manager - Vadodara

Job Description

Develops New High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions. Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Adhere to all regulatory processes at all times. Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM certification necessary /IRDA preferable Fluent in communication skills, presentable and a quick grasping power. Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experience: minimum 5 years of experience in relationship and portfolio management. Should you be interested, please send me a copy of your resume in word format along with the following details ASAP. Show more Show less